Filed January 6, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,294 | $66,528-27.4% | $86,874-44.4% | $86,799-44.4% |
| Participation rate | 88.9% | 72.4%+16.5pp | 71.6%+17.3pp | 72.3%+16.6pp |
| Annual return | 14.86% | 19.56%-4.7pp | 63.52%-48.7pp | 97.91%-83.0pp |
| Employer contribution / active EE | $695 | $2,007-65.4% | $2,495-72.1% | $2,405-71.1% |
| Participant deferral / active EE | $2,143 | $3,240-33.9% | $3,699-42.1% | $4,131-48.1% |
| Admin fee / account holder | $71 | $148-51.9% | $5,828-98.8% | $170-58.0% |